IBEX Wealth Advisors’s Coca-Cola KO Stock Holding History

IBEX Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-212	Closed	-$13.5K	–	183
2024 Q2	$13.5K	Buy	+212	New	+$13.1K	﹤0.01%	212
2021 Q4	–	Sell	-212	Closed	-$11K	–	319
2021 Q3	$11K	Buy	+212	New	+$11.8K	﹤0.01%	355
2019 Q3	–	Sell	-1,052	Closed	-$53K	–	245
2019 Q2	$53K	Buy	+1,052	New	+$51.6K	0.02%	218
2018 Q1	–	Sell	-7,423	Closed	-$341K	–	105
2017 Q4	$341K	Buy	7,423 +2,597	+54%	+$119K	0.15%	79
2017 Q3	$219K	Sell	4,826 -3,549	-42%	-$161K	0.08%	121
2017 Q2	$371K	Buy	+8,375	New	+$370K	0.15%	107
2017 Q1	–	Sell	-4,556	Closed	-$188K	–	239
2016 Q4	$188K	Buy	+4,556	New	+$190K	0.09%	115

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IBEX Wealth Advisors's KO Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 212 shares — an estimated $13.5K sold.

IBEX Wealth Advisors first reported a position in KO in Q4 2016 and held it in 7 quarters. The position peaked at $371K in Q2 2017. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

IBEX Wealth Advisors reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 212 Coca-Cola shares in Q3 2024, an estimated $13.5K.
IBEX Wealth Advisors first reported a position in Coca-Cola in Q4 2016 and held it in 7 quarters.
IBEX Wealth Advisors's Coca-Cola position peaked at $371K in Q2 2017.
3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.